Who owns MBSD?
Northern Trust Disciplined Duration MBS ETF · Northern Trust
30 institutions reported holding MBSD, worth $76.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MBSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Northern Trust Corp. | Chicago, IL | $21.2M | 1,027,630 | +25,808 shares |
| Cornerstone National Bank & Trust Co | Palatine, IL | $8.2M | 399,826 | −209,089 shares |
| Cottonwood Capital Advisors, LLC | Salt Lake City, UT | $8.0M | 385,784 | +7,505 shares |
| Morgan Stanley | New York, NY | $7.2M | 347,876 | +34,829 shares |
| MGO One Seven LLC | Beachwood, OH | $6.8M | 331,612 | +11,781 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $6.4M | 310,227 | +117,195 shares |
| Boltwood Capital Management | Walnut Creek, CA | $5.3M | 258,214 | −27,469 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $4.4M | 214,054 | +5,180 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $1.4M | 69,886 | +910 shares |
| Bank of America Corp. | Charlotte, NC | $1.4M | 68,405 | +9,754 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MBSD?
30 institutional managers reported holding MBSD in Form 13F filings for June 30, 2026, worth $76.8M in total. The largest reported position was held by Northern Trust Corp., at $21.2M.
Did institutions buy or sell MBSD last quarter?
Reported 13F value fell 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MBSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.